HomeMy WebLinkAboutAffordable Housing Board - Minutes - 05/02/1996APPROVED JUL 1 1 1996
AFFORDABLE HOUSING BOARD
MEETING MINUTES
May 2, 1996
Mary Cosgrove, Chairperson
(work - 667-3232; home - 493-9164)
Gina Janett, Council Liaison
The meeting of the Affordable Housing Board began at 4:05 p.m. in the Community
Planning Conference Room, 281 North College Avenue, Fort Collins, Colorado. Board
members present were Chairperson Mary Cosgrove, Ann Sanders, Tom Sibbald, and Bob
Browning. Susan Nabors and Sue Wagner arrived later in the meeting. Staff members
present were Ken Waido, Dickson Robin, and Alan Krcmarik arrived later in the meeting.
Don Aldridge, Administrator of the Larimer Home Improvement Program, was present.
Betty Maloney, Lou Stitzel, Denise Case, with the Resources Assistance Center, and
Larry Wahl were present as observers.
A quorum was not initially reached, so the Board members present chose to alter the
meeting agenda, holding items that required a vote until later in the meeting.
Public comment was solicited. Ms. Stitzel suggested in reference to the Affordable
Housing Index, that when affordability is referred to, it is determined in relationship to the
area median income. This will result in a more stable layout and address the spread of the
housing continuum of supply. She believes that if people, particularly the media, can be
trained to refer to where a project is, that will result in more of a consistency. Also, Ms.
Stitzel stated it is important that the Larimer County Consortium, in doing statistics, use the
same procedure. This will develop a better understanding of what affordability really
means.
Ms. Stitzel also addressed the issue of the new fees. She relayed that she had spoken to
Council and told them it is fine to do an adjustment on a sliding scale rebate, but that still
means we are only getting' to 1/3 support, and for affordable housing that means an
increase of costs, depending on the particular item, will result from between $2,500 to
$5,000 per unit. She wanted to share this information with the Board and feels that it is
a problem for the Affordable Housing Board.
Mr. Robin stated that Staff would attempt to tie the percentage of AMI to various costs of
housing in the future.
Mr. Sibbald questioned the status of the Affordable Housing Information Survey. Mr.
Waido noted that Lisa Schwartzberg will be on the Board's agenda next month to give a
further update. Mr. Sibbald stated that an analysis needs to be done because if direct
subsidy is undertaken, CDBG, HOME, etcetera, needs guidance. He believes the survey
should be elevated in priority, and the Board should monitor its progress closely.
Mr. Waido stated one of the things discussed at the Board's retreat was the rebate
program. Mr. Waido requested the Board discuss the matter and eventually send a memo
to Council requesting more money from the '97 budget to be put into the rebate program.
He added that right now on an annual basis only $133,000 is earmarked for the rebate
program. This is not a significant amount of money now, and more problems will result if
that amount of money remains the same and the fees go up. In addition, those that are
given rebates are only receiving 30 to 50 percent of their fees back. Mr. Waido noted that
the Board has expressed a great deal of criticism toward the rebate program in the past,
AHB Minutes
May 2, 1996
Page 2
but even less stimulation of units will be had if the fees go up. Mr. Waido added that this
issue should be addressed at this meeting due to Council's consideration of the budget on
May 21 st.
Mr. Browning stated he got the impression from the retreat that Staff would be looking into
requesting more money. Mr. Waido replied that Staff could look into the issue as part of
the budget process, but Board support would be a great help in the request.
Mr. Sibbald distributed a memorandum to the Board. Mr. Sibbald stated he was very
disappointed in the Affordable Housing Task Force and the Board for not getting more
vocal about the proposed fee increases. He pointed out that fees and taxes on the
average house have risen 52 percent over the last five years. The median household
income has only gone up 27 percent. The only two items that exceed the fee increases
over the last five years is the price of the average home sold, which is supply and demand
driven. However, capital spending has remained the same. In conclusion, Mr. Sibbald
feels the City has taken in more money than ever before, and they are spending less on
capital improvements, and they are adding more costs on top of home building costs in the
form of fees to spend on capital improvements. This information was outlined further in
his memo.
Ms. Cosgrove stated that she could attend the May 21 st meeting, and if a consensus could
be reach, she could present this statement to the Council.
The decision was made to next hear the update on the Provincetowne SID Property Sale.
Mr. Waido stated that the developers had met for a conceptual review. The next step will
be for them to conduct a neighborhood meeting which is scheduled for May 13th. After the
neighborhood meeting, the developers will formally submit their plan to the City for
approval. The developers' intent is to do an entire preliminary plan for the entire property
and then submit the final phases of the project.
Ms. Cosgrove questioned whether anything was known concerning the true affordablility
of any of the construction in terms of multifamily or single family. Mr. Waido replied that
the project is truly a mix of housing types. He added that the contract with the developer
specified that certificates of occupancy will not be issued unless at least 30 percent of the
units are affordable.
Mr. Sibbald questioned whether discussion had taken place concerning whether the for -
sale units were going to stay permanently affordable. Mr. Waido replied that he was
uncertain of the facts but knows the issue has been discussed. He added that he could
get Mr. Sibbald a copy of the contract if he would like to see it. Mr. Sibbald stated that he
believes the Affordable Housing Board needs to maintain some sort of influence on that
project going forward. He suggested Staff involve the Board in terms of deed restrictions
which would ensure permanent affordablility for some time.
Mr. Aldridge addressed the Board concerning the Larimer Home Improvement Program
request for matching funds. The Board received a handout on the status of last year's
funds. Mr. Aldridge asked the Board if they had any questions on those funds.
Mr. Sibbald stated that he was somewhat surprised at the high amounts being loaned out.
He questioned why the project would take on a subordinate position on a rehabilitation
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May 2, 1996
Page 3
when it appears as though equity exists to allow refinancing of the first mortgage to obtain
the necessary loan. Mr. Aldridge replied that if the equity is in the home and the second
position is secure, it is as easy for the homeowner to take the second position as to
completely refinance their mortgage. Mr. Sibbald replied that the homeowner should have
to borrow the largest portion of their loan against the first mortgage, and then the LHIP
would not have to take on such a large subordinate position.
Ms. Nabors questioned what the interest rate of the program was. Mr. Aldridge replied that
it is a varying interest rate of 1 to 5 percent, and that rate is ranked based on the financial
situation of the applicant.
In response to questioning, Mr. Aldridge stated that LHIP would loan up to 80 percent of
the equity in the home.
Mr. Aldridge stated that his belief was the multi jurisdictional board set up the requirement
that the homeowners fit the income guidelines as established by HUD. The owners could
actually have equity in the home, and that would not be used against them in qualifying.
It did, however, change their ranking if they had substantial equity in the home, in that they
could possibly be ranked below an individual with the same financial position but with less
equity.
Mr. Sibbald stated that he believes the LHIP is supplanting the private sector, and he does
not feel that was the intent of the program. He feels that once an applicant has exhausted
the possibilities of obtaining commercial financing, then it is appropriate for the LHIP to
step in for assistance.
Ms. Nabors questioned how many more requests are received than loans that are
underwritten. Mr. Aldridge replied that at this time there are substantially more loans than
requests. The holdup has been in obtaining bids from contractors. Three subcontractor
bids must be obtained. Ms. Nabors then questioned how many more requests are
received than funds. Mr. Aldridge stated he did not have an answer for that.
Ms. Nabors questioned what type of home improvements are being undertaken. Mr.
Aldridge stated that it varied. Examples were foundation repairs, heating systems,
bathroom/sewer rework, interior remodeling, roofs, and floor coverings. Ms. Nabors asked
if the majority of the projects are for needs to upgrade the safe living conditions. Mr.
Aldridge replied that the majority of the items are housing quality standard upgrades, but
refusals are not given if minor cosmetic changes are requested after an upgrade is done.
In response to questioning, Mr. Aldridge stated that no match is required for the funding.
Also the program is 100 percent loan with no grants. He also stated that a very small
percentage of the loans have had collection problems. He estimated the percentage to
be approximately 2 or 3 percent.
Ms. Sanders questioned the qualification requirements. Mr. Aldridge stated that it is
basically considerably easier than qualifying for conventional loans. No debt to equity
ratio is required. Applicants do have to have housing quality standard problems in the
home and fit the income guidelines. The program also runs a credit report on the
applicants, notify the employer and checks one prior years tax return for income
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May 2, 1996
Page 4
verification.
Ms. Sanders stated that when she had first seen the project two years ago, she had a
problem with it, and she still has a problem with it, in that it needs to be fine tuned. She
is unsure if it is administered properly.
Ms. Nabors stated that philosophically she is in favor of the program, but it seems as
though some of the loan amounts are very substantial, and she feels that if sufficient equity
exists, at least a part of that should be financed by a traditional lender.
Mr. Sibbald questioned when the City funds were needed by the LHIP. Mr. Aldridge said
by the first of June or July.
Mr. Sibbald stated that he felt the Board was inclined to agree to fund the program but is
personally surprised at the sums being loaned out of the program. He envisioned loans
in the neighborhood of $3,000 to $6,000 and never envisioned loans in the neighborhood
of $15,000 being common with the program. Mr. Sibbald added that he would like Mr.
Aldridge to return to the LHIP board with the suggestion that applicants should attempt to
obtain commercial lending first, and failing that, the LHIP may approve lending. Mr.
Browning added that perhaps some sort of consideration should be given toward ensuring
permanent affordability. Ms. Nabors suggested that perhaps a combination of commercial
and LHIP loans could be utilized. Ms. Sanders suggested that perhaps the guidelines as
to how the money is being used needs to be examined.
Ms. Nabors asked if the program receives feedback from the homeowners. Mr. Aldridge
replied that a reporting system is in place that in which after the loans are completed, the
homeowners fill out their thoughts on the program. As a result of that reporting system,
the question has arisen of whether or not this program should be opened up to rental
property as well. Mr. Aldridge added that the LHIP board feels the owner -occupied home
applicants should be exhausted first. Ms. Cosgrove pointed out that Aurora has a rental
rehabilitation program, and if the day comes about where not very many homeowner
applications are being brought forward, perhaps discussion with the City of Aurora could
take place on their rental program.
Mr. Aldridge agreed to return for the June meeting.
Moved by Ms. Nabors, seconded by Ms. Wagner. To approve the April 4th, 1996, minutes
as written.
Mr. Sibbald noted that a letter was supposed to have been produced and sent to Council
regarding fees as noted on page 6 of the April 4th minutes, and that letter was not
produced.
Motion approved unanimously.
The next item on the agenda was the follow-up discussion to the Board retreat of April
25th. Ms. Cosgrove expressed her disappointment in not being able to attend the retreat
and asked that the members present at the retreat give an update of their perceptions.
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May 2, 1996
Page 5
Ms. Nabors mentioned one item that was discussed was the completion of a reasonable
assessment of housing stock and related information. A number of entities paid for the
assessment a long time ago, and it hasn't been produced by the County yet.
Mr. Browning noted that perhaps assistance could be obtained from CSU or a senior
project for a hands-on accounting of what information is available. He also noted that
much discussion was had on the lack of information that can be obtained through the
Assessor's records. Mr. Sibbald stated that it would not cost too much to hire the
consultant BBC to do actual market research. Mr. Waido reiterated that Lisa Schwartzberg
from Larimer County would be coming to the next Board meeting to discuss the situation
further.
Mr. Browning said that further discussion was held concerning obtaining information from
the mom -and -pop -type rental set ups. Discussion was further held that a significant
amount of capacity is held in these private -owned rentals, and that information would
significantly skew other data. Mr. Browning also stated that some discussion was held
concerning integrating some of the CSU locator data at least as a start to where some of
the college kids are living in an effort to locate private -owned rentals.
Mr. Sibbald stated that the older units in the inventory are going to be more inclined to be
affordable. Therefore, if an index could be created of housing units that are 25 years or
older, that will go a long way toward being able to get information on the rental aspect.
Ms. Sanders noted that realtors utilize the MLS system in an effort to determine whether
a house was sold to an investor or not. She suggested that the CSU real estate
department must be linked into the MLS system, and once the information is received,
investment properties could be located based on the percentage put down when
purchasing the house.
Mr. Sibbald stated that the assessment cannot be undertaken simply in the context of Fort
Collins because a commuter society in Berthoud and Loveland, at cetera, still exists.
Mr. Sibbald suggested that the Board put a recommendation forward that Staff be directed
to contact the former consultant or another consultant to determine what it would require
to get a good base line of information and whether that effort should be turned over to the
County for monitoring and the City remove themselves from the process. Ms. Cosgrove
suggested addressing the issue when the County comes to the Board meeting. Mr.
Sibbald suggested perhaps a memo should be written to the County, so they can come
prepared to address the issue.
Mr. Waido reminded the Board that if they had any comments concerning the '97 budget,
those needed to be made by the 21 st of May. He reiterated that the rebate program would
be an item for the'97 budget. Mr. Browning added that fee increases were also discussed
at the retreat, and he feels more money should be requested to increase the size of the
rebate to make up for some of the fee increases.
Mr. Waido stated that the only other item he had noted from discussions at the retreat was
the dispersal altemativesfinclusionary zoning. Mr. Browning stated that Mr. Kavanagh had
been reasonably against inclusionary zoning, and discussions had taken place both for
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May 2, 1996
Page 6
and against. He believes most of the Board members present were against. However,
concern was also expressed as to how the projects would be developed without the
dispersal alternatives.
Moved by Mr. Sibbald, seconded by Mr. Browning: That the Board recommend to Council
for consideration in the 1997 budget two affordable housing items; one, an increase in the
amount of the fee rebates eligible equal to the proportionate amount of the fee increases;
two, a sum is budgeted of not greater than $20,000 out of the trust fund to complete the
Affordable Housing Information Survey to obtain a reasonable demand analysis with which
to target future subsidy allocation.
Mr. Waido stated that he was hearing an urgency for the completion of the study. He
suggested utilizing $20,000 out of this year's money rather than waiting until '97 funds
become available in January. Mr. Sibbald stated that he is requesting the Chair, as part
of the directive memo to Council, to state that the Board is recommending that Council
appropriate 1997 money. It is also the opinion of the Board that it is better appropriated
in 1996, but failing that, absolutely in 1997.
Ms. Cosgrove asked if sufficient rebate money exists to get through this year. Mr. Robin
stated that sufficient money does exist to cover this year's rebates.
Motion passed unanimously.
Mr. Robin addressed the Board concerning the update on the housing dispersal
alternatives. He stated that he was asked to develop a discussion paper on housing
dispersal mechanisms for presentation to Council's Growth Management Committee. He
was given extremely limited time to produce that paper, and as a result, the Board was
unable to receive a copy prior to its presentation.
Mr. Robin noted that one of the items he was directed to discuss was inclusionary zoning.
Another item was a land -banking program. The third item was location guidelines of
affordable housing following the Eugene, Oregon project that was previously discussed.
The final item was an excise tax for affordable housing, creating funding that could be
allocated by the City to encourage dispersal of affordable housing.
Essentially no action was taken upon presentation of the issue to the Growth Management
Committee other than Staff was directed to perform significantly more study on the issue,
in particular, what is the supply and what is the demand. The Committee also did not want
to dismiss inclusionary zoning and wanted further study done on that item. The Committee
also requested a study performed on the link between job creation to supply and demand.
Mr. Robin stated that Staff recommended following the Eugene, Oregon example of
developing location guidelines in terms of dispersing housing equally throughout the city
and taking some existing financial dollars and applying them to achieve those goals in
providing affordable housing throughout the community.
Ms. Nabors requested that the Board receive a copy of Mr. Robin's report and a copy of
the minutes from the Committee meeting. Mr. Robin stated that he would get those
documents to the Board.
AHB Minutes •
May 2, 1996
Page 7
Mr. Sibbald stated that he believed the Board needed to be very resistive to the concept
of inclusionary zoning. He believes that any type of tax or inhibitor to the production side
of building hurts the ultimate solution.
Mr. Browning pointed out that one of the concerns that came up in the retreat discussion
on inclusionary zoning was that it would definitely reduce growth. Mr. Sibbald agreed
stating that inclusionary zoning is more of a growth management control mechanism than
an affordable housing mechanism.
In closing, Mr. Robin stated that he had passed on the minutes from the last Affordable
Housing Meeting in which a motion was made concerning inclusionary zoning.
Mr. Krcmarik addressed the Board with an update on the cost of services study. He noted
that Council did pass all five of the impact fees on the first reading with a vote of five to
two. Council did take the option recommended by the Board on implementing the fees on
a sliding scale. Second reading will be held on May 21st, and a Planning and Zoning
hearing will be held on the 20th of May. The only issue that has changed since the first
reading was the fire department fee did not include the fire trucks in the cost, therefore,
a slight increase has occurred in that fee.
In response to questioning, Mr. Krcmark stated that park land fees could be implemented
on a sliding scale. Street oversizing is not based on household size but is based on trip
generation. Therefore, the engineering department does not believe the sliding scale will
work for them. Water and sewer examined their method of costing service, and they
believe they are just delivering a basic level of service. Mr. Sibbald asked if park land fees
would then be included in the second reading. Mr. Krcmarik stated that it would not be
part of the second reading but will be part of the revisions to the park land fee that is
coming up in June.
Mr. Sibbald noted that when the transportation maintenance fee analysis was undertaken
the determination was made that certain types of housing generated less trips than other
types of housing, and that was the reason different types of categories of maintenance
fees were set up. Therefore, Mr. Sibbald concluded that perhaps the street oversizing fee
should be connected to the TMF formula rather than the size of the house. He noted that
Council had rejected the fee not the method.
Some further discussion was held concerning the memorandum that Mr. Sibbald gave to
the Board.
Mr. Waido addressed the Board concerning the City Plan - Structure Plan. He stated that
Council has directed Staff to solicit any concerns that the City boards may have on the City
Structure Plan. Mr. Waido explained the process and items contained in the City
Structure Plan and showed the Board maps which portray possible structure options.
Concern was expressed over the speed with which the City Plan is being developed. Mr.
Sibbald suggested that the Board members be involved in the City Plan project and
suggested they attend some of the City Plan Advisory Committee meetings to provide input
into the process.
Ms. Sanders moved adjournment. With no objections, the meeting adjourned at 6:30 p.m.